+411.6%
ROIV vs LCID
-99.2%
+510.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.4% | -4.2% | +4.7% |
| 7D | +5.3% | +8.9% | -3.6% | +4.0% |
| 30D | +11.9% | -15.4% | +27.3% | +14.1% |
| 3M | +10.7% | -52.9% | +63.6% | +21.8% |
| 6M | +34.9% | -46.8% | +81.8% | +42.2% |
| YTD | +79.2% | -68.9% | +148.0% | +102.6% |
| 1Y | +89.0% | -81.7% | +170.7% | +129.6% |
| 3Y | +337.3% | -92.4% | +429.7% | +457.5% |
| All | +411.6% | -99.2% | +510.8% | +721.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling